The entire Bigger Boat team will be at Dreamforce ‘15, Salesforce’s annual conference in San Francisco. Here are some of the places you can find us speaking, sponsoring, and helping out: Innovator Demo: Real-time Data Collection in the Field Tuesday, September 15, 9am – Beth Breisnes and staff from The Nature Conservancy Come see…
Just over a year ago, version 3 of the Nonprofit Starter Pack was launched. It was a pivotal release for several reasons. This release added a more flexible architecture and a new preferred account model, called the Household account model. It also added new features such as seasonal addresses and streamlined settings. The v3 release…
The preliminary Release Notes for Summer ‘15 came out late last week. We’ve had a quick look through and found a few things we think nonprofits and their admins should be very excited about! Prepare to be empowered, #awesomeadmins! These new features aren’t nonprofit-specific, but based on our experience, we think nonprofits will find them…
Human and social services organizations often care about the geography of clients or services needed by clients. This can include picking up donated goods or finding the closest referral partner to a client’s home. I recently got to know Geopointe for a Dreamforce presentation. It’s a powerful tool for anyone who cares about the “where”…
The Bigger Boat team will be out in force at Dreamforce this week. For those who don’t know, Dreamforce is Salesforce’s annual conference in San Francisco. There are over 7,000 nonprofit attendees registered for the event! Here are a few of the places to look for us: Monday October 13th at 9am: “Triggers for…
At Dreamforce a group of us pulled together a panel to share our collective experience building and scaling Salesforce applications for the nonprofit sector. This post is a collaborative effort with Alex Bernadotte from Beyond 12, Zach Goldstein from Health Leads, Tiffany Eng from Capital Impact Partners, and Jesse Maddex from the Salesforce Foundation. The…
What would happen if a new workflow rule or trigger ran amok on your Salesforce data without it being noticed for weeks? Or if a well meaning intern accidentally wreaks havoc while doing data cleanup? Would you be protected? The good news is that Salesforce backs up your data. The bad news is that their…
Nonprofits who use Salesforce benefit from a generous grant: Each 501(c)3 gets 10 free licenses that provide access to features that cost business users thousands of dollars each year. Organizations with more than 10 users get a steep discount — about 75% off the regular price — for additional licenses. But even with that discount,…